How does the advisor help clients – Key Takeaways:
Wolfurm and Co. is a well-established financial firm that specializes in providing personalized investment and financial planning services to individuals and businesses. With years of experience and a team of highly qualified financial experts, Wolfurm and Co. has established itself as a trusted advisor in the industry.
Facts and Insights
One of the key factors that sets Wolfurm and Co. apart from other financial firms is their ability to provide customized solutions to their clients. They understand that every individual or business has unique financial goals and their team works closely with clients to create a personalized plan that aligns with their objectives.
Moreover, Wolfurm and Co. strongly believes in the importance of educating their clients about financial planning and investment strategies. They regularly publish informative articles and host workshops and seminars to help clients make more informed decisions about their finances.
Another distinguishing feature of Wolfurm and Co. is their commitment to ongoing communication and support. They provide regular updates and are always available to answer any questions or concerns their clients may have.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
Wolfurm and Co. offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
Wolfurm and Co. works with a variety of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
Fees & Compensation
Wolfurm and Co. follows a fee-only compensation model, meaning they do not earn commission from the financial products they recommend. This eliminates any potential conflicts of interest and ensures that their recommendations are always in the best interest of their clients.
The fees charged by Wolfurm and Co. are based on a percentage of the assets under management, making it a convenient and transparent fee structure for clients.
Background
Wolfurm and Co. was founded in 2001 by John Wolfurm, a seasoned financial expert with over 25 years of experience in the industry. He has built a team of highly qualified and experienced advisors who share his passion for helping clients achieve their financial goals.
The firm is headquartered in New York City, but serves clients across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wolfurm and Co. is committed to transparent and ethical practices. They have no legal or disciplinary actions against them and their advisors have no personal relationships with any companies or individuals that could potentially create conflicts of interest.
It is also important to note that Wolfurm and Co. holds no custody of client assets, meaning all investments are held by a third-party custodian for added security and protection.